In this episode, Moritz Seibert and Cole Wilcox from Longboard Asset Management speak about systematic trend following strategies applied to single stocks, including the many advantages compared to long only buy and hold, but also some of the challenges and technical details related to portfolio construction. Cole is the founder and CEO of Longboard Asset Management, an Arizona-based alternatives fund management firm. He explains why participating in some of the big outlier price moves in mid and small cap stocks is as important as cutting out the many stock which don’t perform, in other words, avoiding the failures while having a systematic process that allows for taking part in the upside are both important.

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EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool

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Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.

Learn more about the Trend Barometer here.

Send your questions to info@toptradersunplugged.com

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

Follow Moritz on Twitter.

Follow Cole on LinkedIn.

Episode TimeStamps:

02:07 - Introduction to Cole Wilcox and Longboard Asset Management

08:27 - Diving deep into the strategy

10:45 - What drives the alpha of their strategy?

15:41 - Understanding your investor base

18:07 - Understanding their correlation

19:31 - Thoughts on including international stocks

24:15 - Do they fully fund their portfolio?

27:52 - How they approach dividends

29:14 - Do they loan out stocks?

30:34 - Did they ever trade single stock futures in the Bond Chicago Exchange?

32:36 - How many

Cem Karsan joins Alan Dunne in this week’s episode to discuss global macro developments and key events to monitor in the coming months. They explore the shifting market microstructure and how volatility supply from structured products is impacting dispersion, correlation, and the value of breadth as a market indicator. Cem outlines his outlook on volatility trading for the coming months, highlighting key dates in the options calendar that may become focal points as the year progresses. They also examine the wealth effect resulting from rising stock prices, discussing how this reflexive process influences market dynamics and what it means for identifying potential turning points for equities. Finally, they delve into the elections in the UK, France, and the US, consider the likelihood of Biden being replaced and discuss to what the extent the market is pricing in a Trump victory.

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EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool

-----

Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.

Learn more about the Trend Barometer here.

Send your questions to info@toptradersunplugged.com

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

Follow Alan on Twitter.

Episode TimeStamps:

00:59 - Industry performance update

06:30 - The outlook for volatility supply

09:01 - Braking the volatility cascade

11:47 - Is the Yen in trouble?

13:51 - Is bread becoming unreliable?

19:57 - When does it all end?

24:38 - What should you monitor as an investor?

27:46 - When will we begin to see increased risk?

33:09 - What will drive the increasing volatility?

35:10 - The election from a volatility perspective

42:46 - Volatility from a market pricing...

Alan Dunne is joined by Claudia Sahm, Chief Economist at New Century Advisors and creator of the Sahm Rule, to discuss the current macroeconomic outlook. They explore the state of the US labour market and what the Sahm Rule reveals about the economy's current condition. They discuss the conflicting signals in today’s macroeconomic data and hear why Claudia believes the economy is more vulnerable to recession now than in recent years. They also discuss the decline in inflation over the past year, evaluating whether it was influenced by monetary policy and its implications for future policy decisions. Finally, they examine the shift towards more active fiscal and industrial policies and consider whether debt sustainability will become a key issue for the next US administration.

-----

EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool

-----

Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.

Learn more about the Trend Barometer here.

Send your questions to info@toptradersunplugged.com

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

Follow Alan on Twitter.

Follow Claudia on Twitter.

Episode TimeStamps:

02:22 - Introduction to Claudia Sahm

04:26 - The background behind the Sahm Rule

08:34 - Does the current data call for a recession?

12:37 - Putting the data together

18:16 - Is the unemployment rate the most reliable indicator for recession?

23:51 - What can we rely on as investors?

29:48 - What is unusual about this inflation cycle?

35:32 - The balance of the dual mandate

40:42 - The state of physical policy

45:32 -